TOP 30 Best Customized investment solutions in White Plains, New York
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Billy Ahmetaj - Solution One Capital Corp
● OpenBilly Ahmetaj - Solution One Capital Corp is a finance institution located at 707 Westchester Avenue, White Plains, New York, United States. Our team of Mortgage Advisors is dedicated to providing personalized solutions to fit your financial needs. By completing our secure application, we can offer you custom quotes with various options to choose from. We work with a network of lenders to find the best rates and loan programs for you, ensuring a fast and efficient funding process. Whether you're looking to buy a new home or refinance an existing property, our team is here to help you every step of the way. We offer a wide range of loan programs, including 30yr mortgages, VA loans, commercial loans, and more. Our goal is to close your loan in 14 days or less, using a combination of new technology and old-fashioned customer service.
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Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY
● OpenLaura I. Rotter, CFA, CFP™, MBA, Financial Advisor is a reputable finance institution located in White Plains, NY. With a strong background in finance, including the prestigious designations of Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), as well as a Master of Business Administration (MBA), Laura I. Rotter provides expert financial advice and guidance to clients. The institution is dedicated to helping individuals and businesses in the Harrison, New York area achieve their financial goals and secure their financial futures. Located at 500 Mamaroneck Avenue, this institution is a trusted partner in wealth management, investment planning, and financial planning services.
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Downtown Investment Advisory
● OpenDowntown Investment Advisory is a finance institution located at 360 Hamilton Avenue in White Plains, New York. Our team of experienced financial advisors provides personalized investment services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, we are dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
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InVision Funding Solutions
● OpenWelcome to InVision Funding Solutions Located in the heart of White Plains, New York, InVision Funding Solutions is your trusted partner for all your financial needs. Situated at 405 Tarrytown Road, our firm is dedicated to providing tailored financial services that empower individuals and businesses to achieve their financial goals.
405 Tarrytown Road, White Plains, New York 10607, United StatesAdvertisements -
The K2 Team
● OpenThe K2 Team, located at 399 Knollwood Road in White Plains, New York, is a finance institution specializing in mortgage and home financing services. As part of Quintessential Mortgage Group, we have over 50 years of industry experience and have been ranked as a top 10 mortgage broker in the country. Our award-winning team is dedicated to providing exceptional customer service and personalized support throughout the mortgage process. Whether you are buying a new home, refinancing, or tapping into your home equity, we are here to help you achieve your financial goals. Our wide range of mortgage products and tools, including the My QMG Home app, are designed to make the mortgage financing experience seamless and convenient for you. Loans are subject to credit, property, and underwriting approval by third-party mortgage lenders. We are licensed in various states and are committed to transparency and compliance. Contact us today to explore our programs and get an estimation on your monthly payments.
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United City Tech Corp
● OpenWelcome to United City Tech Corp, your premier destination for expert home renovation and design services in White Plains, NY. Located at 72 Wayside Drive, we have proudly served the local community for 16 years, transforming homes and commercial spaces with unparalleled craftsmanship and creativity. As a leading general contractor, home goods store, and painting service, we specialize in both interior and exterior design, offering a comprehensive range of services to elevate your property's aesthetic and functional appeal. Our expertise includes kitchen and bathroom remodeling, wood flooring renovation, drywall installation, and painting. Whether you're dreaming of a modern kitchen, a luxurious bathroom retreat, or a stunning exterior, our skilled team is dedicated to bringing your vision to life. We use the latest technologies and industry trends to ensure high-quality results while maintaining a safe and collaborative environment for our employees and neighbors.
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Albert "Allie" Abbatiello - Loan Officer - Quintessential Mortgage Group
● OpenWelcome to Albert "Allie" Abbatiello - Loan Officer at Quintessential Mortgage Group, your trusted partner in navigating the complex world of finance. Conveniently located at 399 Knollwood Road, White Plains, New York, our office is dedicated to providing personalized and professional mortgage services tailored to meet your unique financial needs. With years of experience in the finance industry, Allie Abbatiello is committed to helping clients achieve their homeownership dreams with ease and confidence. Whether you're a first-time homebuyer, looking to refinance, or interested in investment properties, Allie's expertise and dedication ensure a smooth and transparent process.
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RE/MAX - The Eric Stein Team
● OpenWelcome to RE/MAX - The Eric Stein Team, your premier real estate agency located at 273 Columbus Avenue, Tuckahoe, New York. Specializing in real estate, finance, and general contracting, we proudly serve the vibrant communities of Westchester and Bronx, NY. As top 1% Realtors in these regions, our commitment to excellence is unmatched. At The Eric Stein Team, we believe you should never settle when it comes to real estate. Our expert agents are dedicated to understanding and meeting your unique needs, ensuring a seamless experience from our first interaction to closing day and beyond. We thrive on innovation and teamwork, guaranteeing that no detail goes unnoticed and providing you with peace of mind every step of the way.
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Dominick Passafiume | Houlihan Lawrence, Top-Rated Local Realtor
● OpenWelcome to Dominick Passafiume | Houlihan Lawrence, your top-rated local realtor located at 419 White Plains Road, Eastchester, New York. With over 25 years of experience in the real estate industry, Dominick Passafiume is dedicated to serving the communities of Westchester, Putnam, and Dutchess Counties, NY. Whether you're buying or selling a home, Dominick understands the importance of organization, attention to detail, and providing a personalized, honest, and caring service. As a long-standing resident of Westchester County and a graduate of CUNY and Manhattan College with degrees in Marketing and Leadership, Dominick is well-versed in the diverse communities of the area. His expertise extends beyond traditional real estate transactions to include investment properties, general contracting, and landlord endeavors. This extensive knowledge, combined with his passion for helping clients achieve their real estate dreams, makes him an invaluable partner in your real estate journey.
419 White Plains Road, Eastchester, New York 10709, United States -
Quintessential Mortgage Group
● OpenQuintessential Mortgage Group, located at 399 Knollwood Road in White Plains, New York, is your go-to institution for all your mortgage and home financing needs. With over 50 years of experience in the industry, we are ranked as a top 10 mortgage broker in the country. Our award-winning team is dedicated to providing exceptional customer service and personalized support throughout your mortgage process. Whether you are purchasing a new home, refinancing, or tapping into your home equity, we are here to help you every step of the way. Our wide range of mortgage products and tools allow us to tailor a financing solution that fits your needs and budget.
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SecureSpace Self Storage Elmsford
● OpenWelcome to SecureSpace Self Storage Elmsford, your top choice for reliable, secure, and affordable storage solutions in Elmsford, NY. Conveniently located at 33 West Main Street, we offer a wide range of storage unit sizes to meet your needs, whether you're moving, decluttering, or need a safe place to store your belongings. Our facility is equipped with continuous digital surveillance, a controlled entry gate, and recorded entry and exit points to ensure the safety and security of your items. We also provide climate-controlled units to maintain stable conditions for sensitive items, giving you peace of mind knowing your valuables are protected from extreme temperatures.
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Prestige Home Buyers
● OpenWelcome to Prestige Home Buyers, your trusted partner in selling your home quickly and hassle-free! Located at 198 Charter Oaks Avenue, Brentwood, New York, we specialize in providing homeowners across Long Island with a seamless and stress-free way to sell their properties for cash. At Prestige Home Buyers, we believe in empowering you to sell on your terms. Our process is designed to eliminate the traditional headaches associated with selling a home. We buy houses in any condition, and you don’t even need to clean or make repairs. Say goodbye to commissions, fees, and lengthy waiting periods. With us, you can get a no-obligation cash offer and close the deal in as little as five days!
198 Charter Oaks Avenue, Brentwood, New York 11717, United States -
Hara Yoshida Accounting
● OpenHara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.
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Westchester Seal & Repair LLC
● OpenWelcome to Westchester Seal & Repair LLC, your trusted general contractor located at 1133 Knollwood Road, White Plains, New York. We specialize in transforming your home and commercial properties with our exceptional range of services, from decorative stonework to comprehensive pavement maintenance and repair. Our dedicated team of experts is committed to adding sophistication and class to your spaces, whether it's through intricate stone designs tailored to your needs or vibrant, well-maintained parking lots that create a welcoming first impression for your visitors. At Westchester Seal & Repair, we pride ourselves on our personalized approach. We take the time to understand the unique aspects of every project, ensuring you are informed and comfortable with each step of the process. From enhancing the aesthetic appeal of your driveway to creating a stunning backyard patio, we are here to bring your vision to life.
1133 Knollwood Road, White Plains, New York 10603, United States -
One City Place
● OpenOne City Place is a premier real estate agency located at 1 City Place in White Plains, New York. Our dedicated team of professionals is committed to helping clients find their dream home or investment property in the bustling city of White Plains. With a deep understanding of the local market and a vast network of resources, we strive to provide top-notch service and personalized attention to each and every client. Whether you are buying, selling, or renting, One City Place is here to guide you through the process with expertise and integrity. Contact us today to start your real estate journey in White Plains.
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Graves Brothers Home Improvement
● OpenWelcome to Graves Brothers Home Improvement, your trusted partner for all your roofing and home improvement needs in Syracuse, New York. Located at 3200 Court Street, Syracuse, NY 13206, we have been serving the community with excellence since 1977. As a premier general and roofing contractor, we pride ourselves on delivering top-quality workmanship to both residential and commercial clients. With over 40 years of experience, our expert staff is dedicated to ensuring your project is completed on time and within budget, always putting your needs first. Our commitment to quality and customer satisfaction has earned us numerous recognitions and certificates, making us the go-to choice for home improvement in New York.
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Hunter Financial Advisors, Inc.
● OpenHunter Financial Advisors, Inc. is a reputable finance institution located at 120 White Plains Road in Tarrytown, New York. With a team of experienced financial advisors, they specialize in providing personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Hunter Financial Advisors, Inc. can provide expert guidance and support every step of the way. Trust in their expertise and dedication to help you secure your financial future.
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Wealth Enhancement Group
● OpenWealth Enhancement Group is a leading financial institution located at 120 White Plains Road in Tarrytown, New York, United States. Specializing in wealth management and financial planning, our team of expert advisors is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to enhance our clients' wealth and secure their financial future. Contact us today to learn more about how Wealth Enhancement Group can help you reach your financial objectives.
120 White Plains Rd Suite 405, Tarrytown, NY 10591, United States -
1879 Advisors
● Open1879 Advisors is a leading finance institution located at 445 Hamilton Avenue in White Plains, New York. With a strong track record of success since its establishment, 1879 Advisors offers a wide range of financial services to individuals and businesses alike. Their team of experienced advisors provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, 1879 Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
445 Hamilton Ave Suite 408, White Plains, NY 10601, United StatesAdvertisements -
Martone Capital Management
● ClosedMartone Capital Management is a leading finance institution located at 50 Main Street in White Plains, New York. Our team of experienced professionals specializes in providing personalized investment management services to help our clients achieve their financial goals. With a strong track record of success, we offer a range of investment strategies tailored to meet the unique needs of each individual client. Trust Martone Capital Management to provide expert guidance and support as you navigate the complexities of the financial markets.
50 Main St #1000, White Plains, NY 10606, United States -
HLSservices, LLC
● OpenHLSservices, LLC is a finance institution located at 75 South Broadway in White Plains, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
75 S Broadway, White Plains, NY 10601, United States -
Trivium Point Advisory
● OpenTrivium Point Advisory is a financial institution located at 711 Westchester Avenue in White Plains, New York. We are excited to announce that we have welcomed Paradigm Financial Partners and Lyons & Lyons, CPAs to our team. At Trivium, we focus on creating a connection between people, processes, and finances, providing our clients with essential financial strategies through wealth management, tax and accounting, and business advisory services all in one place. Our dedicated team at Trivium Point Advisory is committed to serving individuals who are looking for a central advisor for their financial needs. We offer a unique experience by combining wealth management, accounting, and business advisory services for those who value financial stewardship. We are here to help you understand your numbers and create a personalized financial roadmap to help you reach your goals.
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The Portfolio Strategy Group
● OpenThe Portfolio Strategy Group is a leading finance institution located at 50 Main Street in White Plains, New York, United States. Our team of experts specializes in creating customized investment portfolios tailored to meet the unique financial goals and risk tolerances of our clients. With a focus on strategic asset allocation and risk management, we strive to maximize returns while minimizing volatility. Whether you are an individual investor looking to grow your wealth or a business seeking to optimize your financial resources, The Portfolio Strategy Group is here to help you achieve your financial objectives. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial goals.
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Prato Capital Management
● OpenPrato Capital Management is a finance institution located at 70 Gedney Way in White Plains, New York, United States. Specializing in financial management and investment services, Prato Capital Management offers tailored solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized guidance and expertise to navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Prato Capital Management is committed to delivering top-notch financial services to meet your needs.
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Merrill Lynch Financial Advisor Paul J McKirgan
● OpenAt Merrill Lynch Financial Advisor Paul J McKirgan, located at 360 Hamilton Avenue in White Plains, New York, United States, we believe that relationships are at the heart of everything we do. With over 100 years of combined wealth advisory experience, our team at The BME Group is dedicated to helping clients build the financial life they've imagined. We offer personalized financial strategies, retirement planning, estate planning services, wealth transfer, and business transition assistance. Our tailored investment approach, combined with cutting-edge technology, enables us to assist affluent families, executives, and businesses in building, preserving, and transferring wealth while minimizing taxes. We understand that no two people are alike, which is why we take the time to get to know you, your priorities, goals, risk tolerance, and more, in order to help you identify and address financial challenges and opportunities. Our Investment Personality Assessment helps us understand your investing preferences so that we can customize a financial approach that aligns with your goals. We believe in regular check-ins to ensure that your financial approach reflects any changes in your life or goals.
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Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenShiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. They offer a range of services and certifications to cater to the diverse financial needs of their clients. Some of the certifications they offer include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that the advisors at Shiva Bhashyam are well-equipped to provide expert financial advice and planning tailored to the individual needs of their clients.
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Javier Lugo - Prudential Financial
● ClosedJavier Lugo - Prudential Financial is a reputable finance and insurance agency located at 360 Hamilton Avenue in White Plains, New York, United States. With a team of experienced professionals, they offer a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, Javier Lugo - Prudential Financial is dedicated to providing personalized solutions to meet your needs. Visit their office today to learn more about how they can help you secure your financial future.
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Merrill Lynch Financial Advisor Jacqueline J Cicale
● OpenMerrill Lynch Financial Advisor Jacqueline J Cicale is a reputable financial institution located at 360 Hamilton Avenue in White Plains, New York, United States. Specializing in finance, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a focus on professionalism and integrity, Merrill Lynch Financial Advisor Jacqueline J Cicale provides top-notch service and guidance to individuals seeking to secure their financial future. Contact them today to learn more about their services and how they can assist you in managing your finances effectively.
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Robert Rimberg & Associates LLC
● OpenRobert Rimberg & Associates LLC is a reputable accounting and finance institution located at 1025 Westchester Avenue in White Plains, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, they strive to provide their clients with top-notch services and expert advice to help them achieve their financial goals. Whether you need assistance with bookkeeping, budgeting, or investment strategies, Robert Rimberg & Associates LLC is dedicated to providing personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for all your accounting and finance needs.
1025 Westchester Ave, White Plains, NY 10604, United States -
Lucia Banko, New York Life Agent
● OpenLucia Banko, New York Life Agent is an insurance agency located at 777 Westchester Avenue in White Plains, New York. As a trusted representative of New York Life, Lucia Banko provides personalized insurance solutions to meet the unique needs of individuals and families. With a commitment to excellence and customer satisfaction, Lucia Banko offers a range of insurance products and services to help clients protect their financial future. Whether you are looking for life insurance, retirement planning, or estate planning, Lucia Banko is dedicated to helping you make informed decisions and secure your financial well-being. Contact Lucia Banko, New York Life Agent today to learn more about how they can help you achieve your insurance goals.
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